ESL Trust Services’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$367K	Sell	4,000 -43	-1%	-$3.95K	0.08%	33
2025 Q1	$372K	Hold	4,043	–	–	0.08%	31
2024 Q4	$333K	Buy	4,043 +4,000	+9,302%	+$329K	0.07%	32
2024 Q3	$3.88K	Hold	43	–	–	﹤0.01%	187
2024 Q2	$3.34K	Buy	+43	New	+$3.34K	﹤0.01%	207